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Walkner Condon Financial Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Walkner Condon Financial Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,831
Closed -$337K – 298
2024
Q4 		$337K Buy
+14,831
New +$344K 0.07% 200
2023
Q4 		– Sell
-12,848
Closed -$280K – 275
2023
Q3 		$280K Buy
12,848
+93
+0.7% +$2.07K 0.07% 204
2023
Q2 		$290K Sell
12,755
-1,053
-8% -$24K 0.08% 189
2023
Q1 		$318K Buy
13,808
+1,977
+17% +$45.1K 0.09% 165
2022
Q4 		$264K Buy
11,831
+654
+6% +$14.5K 0.08% 189
2022
Q3 		$243K Buy
11,177
+1,035
+10% +$24K 0.08% 184
2022
Q2 		$235K Sell
10,142
-11,756
-54% -$279K 0.07% 195
2022
Q1 		$550K Buy
+21,898
New +$567K 0.16% 122
2021
Q3 		– Sell
-21,531
Closed -$597K – 176
2021
Q2 		$597K Sell
21,531
-1,360
-6% -$37.1K 0.22% 86
2021
Q1 		$617K Sell
22,891
-4,085
-15% -$112K 0.24% 84
2020
Q4 		$764K Buy
26,976
+3,807
+16% +$107K 0.33% 61
2020
Q3 		$642K Buy
23,169
+1,795
+8% +$50.2K 0.34% 58
2020
Q2 		$590K Buy
21,374
+1,315
+7% +$35.2K 0.52% 30
2020
Q1 		$516K Sell
20,059
-1,585
-7% -$41.9K 0.55% 28
2019
Q4 		$573K Buy
+21,644
New +$571K 0.55% 33

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Walkner Condon Financial Advisors's SUSC Position: Q1 2025 in Review

Walkner Condon Financial Advisors sold out of iShares ESG Aware USD Corporate Bond ETF (SUSC) in Q1 2025, closing a stake of 14,831 shares — an estimated $337K sold.

Walkner Condon Financial Advisors first reported a position in SUSC in Q4 2019 and held it in 15 quarters. The position peaked at $764K in Q4 2020. 264 funds tracked by Wall St. Rank hold SUSC as of Q1 2025.

  • Walkner Condon Financial Advisors reported no remaining iShares ESG Aware USD Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 14,831 iShares ESG Aware USD Corporate Bond ETF shares in Q1 2025, an estimated $337K.
  • Walkner Condon Financial Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q4 2019 and held it in 15 quarters.
  • Walkner Condon Financial Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $764K in Q4 2020.
  • 264 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2025.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.